Broker Check

The ultimate in personalized financial service.

The client’s best interest is always the top priority for Cornerstone Financial Strategies. We bring decades of financial knowledge to each client situation, particularly with our unique focus on mitigating or eliminating unnecessary financial transfers. You can depend on us to be by your side for the long term, helping you reach a lifetime of financial goals. From the accumulation phase, as you aim for savings goals, through extensive planning as retirement and the distribution phase approaches, we help you establish efficient financial strategies.

Our Process

Our Process

A unique approach, to help you optimize your resources and stop unnecessary financial transfers.

Learn more
Our History

Our History

Extensive knowledge gained over more than 24 years of advisory experience at your service.

Learn more
Shared Values

Shared Values

We live out our values each day, putting our faith in action as we serve others.

Learn more
Resources

Resources

Answers to your questions and education on an array of financial topics

Learn more

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<strong>Financial guidance tailored to your life phase.</strong>

Financial guidance tailored to your life phase.

Financial goals change over time. Cornerstone Financial Strategies works closely with individuals and businesses at every stage—those just starting out financially and balancing the demands of saving for college, a home, those preparing for retirement, and those seeking opportunities. Our approach involves careful attention to searching out those areas where money is being lost unknowingly and unnecessarily within the financial picture. Funds found through this analysis can then be directed to build a more solid financial future to enhance critical income during retirement or increase current lifestyle.

Learn more
<strong>Are you ready for a fresh approach?</strong>

Are you ready for a fresh approach?

We often ask, “If what you thought to be true about your finances turns out not to be true, when would you want to know about it?” Your financial future isn’t a horse race. It’s more than a calculated gamble on which investments will pay the highest returns. We believe there is greater opportunity to serve our clients by avoiding losses than there is by picking winners. We apply our specialized knowledge and expertise to each client’s financial picture to help them find money they may be losing unknowingly. Finding and stopping these unnecessary wealth transfers allows us to help our clients begin the process of building a more solid financial future.

Learn more
<strong>Services in action.</strong>

Services in action.

Our actions reflect our values as we serve our clients. We believe we serve you best by helping find money that is being lost through needless wealth transfers so you can avoid these losses. Our approach enables you to strengthen your financial future, using dollars found, rather than by acquiring new investments with accompanying potential added risk. Talk with us about the details of our specialized process and how it is completely customized to your individual circumstances.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Have a Question?

Thank you!
Oops!